Executive Assistant

Executive Assistant Location: Katonah, NY (On-Site preferred, hybrid available for the right candidate) About the FirmA highly respected, human-focused wealth management firm based in Katonah, NY is seeking an Executive Assistant to join its close-knit growing team. This position offers an excellent opportunity for a high potential EA with a minimum of two years of experience looking to grow their career in a dynamic and collaborative environment.The firm values proactive thinking, adaptability, strong judgment, and a willingness to contribute wherever needed. The ideal candidate is polished, resourceful, technologically savvy, and thrives in a team-oriented culture.Position OverviewReporting to the Managing Director, Operations & Chief of Staff, this role provides primary support to the CEO and President, and the firm, and owning office management responsibilities.This is a highly visible position requiring exceptional organizational skills, attention to detail, professionalism, and the ability to manage multiple priorities in a fast-paced environment.Key ResponsibilitiesExecutive SupportManage complex calendars and scheduling for senior executivesCoordinate travel for the team Anticipate executive needs by staying several steps ahead—identifying conflicts, managing competing priorities, and proposing solutions before issues ariseCoordinate and facilitate meetings Answer and manage phone communications professionallyPrepare meeting materials and assist with follow-up actionsArrange and host client visits, ensuring a seamless experienceDemonstrates enthusiasm for taking on a wide range of projects, flexing across functions, and contributing wherever needed to support firm-wide prioritiesOffice ManagementSupport daily office operations and administrative functionsServe as a key point of contact for office-related needsCoordinate internal events, meetings, and logisticsAssist with special projects and ad hoc initiatives as neededFoster a welcoming and professional office environmentQualificationsExecutive Assistant experience preferred, with a minimum of 2+ years of experience Industry experience is not required; candidates from various backgrounds will be consideredOperates with a no-task-too-small mindset, proactively removing barriers, anticipating leadership needs, and stepping in across both traditional and non-traditional responsibilities to ensure priorities are executed seamlesslyHighly proactive with a strong ownership mindset; does not wait for directionResourceful problem-solver with the ability to navigate ambiguity and act decisivelyDemonstrates excellent judgment and ability to prioritize in a fast-paced environmentStrong sense of accountability and follow-through; nothing falls through the cracksStrong interpersonal and communication skillsComfortable operating in a collaborative, all-hands-on-deck environment with speedComfortable operating in a high-touch, high-responsibility environment where priorities can shift quicklyExcellent organizational skills and attention to detailStrong technology proficiencyAbility to maintain confidentiality and exercise sound judgmentCompensation & Benefits CompensationBase Salary: $75,000–$120,000, depending on experienceAnnual Bonus Opportunity Benefits Highlights100% company-paid healthcare coverage401(k) eligibility Three weeks of PTO (with some flexibility) Professional development and education encouraged Strong commitment to career development support This is an excellent opportunity to join a growing, relationship-driven organization where your contributions will have a meaningful impact on both leadership and the broader team.